Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,578 institutions that hold shares in the stock, with a total of 9 Billion shares, which have been reported (via 13F filing form) to have a value of $2.41 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
60,737
shares
|
$16.2 Million
1.34% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
60,723
shares
|
$16.2 Million
3.7% of portfolio
|
Q4 2025
Added 98.43%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
60,722
shares
|
$16.2 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mount Vernon Associates Inc
|
Oct 24, 2025 Q3 2025 |
60,689
shares
|
$16.2 Million
10.79% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
60,680
shares
|
$16.2 Million
9.35% of portfolio
|
Q4 2025
Reduced 5.31%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
60,627
shares
|
$16.2 Million
4.77% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
60,590
shares
|
$16.2 Million
2.47% of portfolio
|
Q3 2025
Reduced 95.43%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
60,586
shares
|
$16.2 Million
2.52% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Harrington Investments, Inc
|
Jan 12, 2026 Q4 2025 |
60,418
shares
|
$16.2 Million
8.26% of portfolio
|
Q4 2025
Reduced 4.58%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
60,363
shares
|
$16.1 Million
2.0% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
60,269
shares
|
$16.1 Million
2.59% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
60,238
shares
|
$16.1 Million
3.59% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
60,197
shares
|
$16.1 Million
6.79% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
60,105
shares
|
$16.1 Million
11.35% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
60,024
shares
|
$16.1 Million
3.82% of portfolio
|
Q3 2025
Reduced 42.83%
|
|
|
Bailey Value Limited Partnership
Danvers, MA |
Nov 10, 2022 Q3 2022 |
60,000
shares
|
$16 Million
13.07% of portfolio
|
Q4 2021
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
59,919
shares
|
$16 Million
1.66% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
59,918
shares
|
$16 Million
3.62% of portfolio
|
Q4 2025
Reduced 3.56%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
59,911
shares
|
$16 Million
0.8% of portfolio
|
Q3 2025
Added 5970.01%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
59,889
shares
|
$16 Million
1.24% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
59,816
shares
|
$16 Million
2.66% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
59,809
shares
|
$16 Million
5.15% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
59,787
shares
|
$16 Million
6.21% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
59,782
shares
|
$16 Million
0.96% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
59,772
shares
|
$16 Million
6.99% of portfolio
|
Q3 2025
Reduced 0.34%
|
|